Wheelock's Privatisation Offer
Wheelock (20 HK) has announced a privatisation Offer from Admiral Power (a wholly-owned vehicle of Peter Woo), by way of a Scheme, at an aggregate...
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StubWorld: The Rising Tide As China Merchants Port Recovers
A double-dose of StubWorld this week: Port operators, including China Merchants Port (144 HK) ("CMPH"), have rebounded from 2019 lows amidst a...
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StubWorld: Ayala Re-Tests New Lows
This week in StubWorld ... Ayala Corporation (AC PM) is re-testing its NAV lows despite the absence of a major shareholder sell-down and a bond...
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Hong Kong Value Names: Short Term Rally
Carrie Lam has announced that the government will withdraw the extradition bill, a move that is expected to cheer the stock market. In this report,...
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StubWorld: Naspers Embeds Another Layer Into Tencent
This week in StubWorld ... There is no apparent value enhancement to Naspers Ltd (NPN SJ)'s spinning-off and separately listing Tencent Holdings...
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